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Tariffs & Trade Protectionism

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Macro Economy & Fiscal Policy Just now (05:08 PM IST)

US Trade Deal May Shield India From 100% Tariff Risk Under Russian Sanctions Law, Sources Say

India could be insulated from a threatened 100% US tariff under the Graham Act if a bilateral trade agreement is concluded before Washington moves to enforce the sanctions framework, according to sources familiar with the talks. The prospect has injected a new layer of urgency into India-US trade negotiations, even as uncertainty persists over how aggressively the Trump administration will use the law against major buyers of Russian oil and gas.

By RDU Global Wire5 min read
Global Automotive & MobilitySpecial Report (Sept 27, 2026)

Western EV Stagnation vs. Chinese Export Dominance: Why Legacy Carmakers are Pivoting Back to Hybrids

The global EV race has entered a more complicated phase: consumer demand in Europe and North America is slowing just as Chinese manufacturers, led by BYD, are scaling exports with lower-cost batteries, vertically integrated supply chains and aggressive pricing. The result is a widening strategic gap. Western automakers that once promised a rapid all-electric transition are now confronting inventory build-ups, margin pressure and policy uncertainty, even as tariffs in the US and EU try to blunt Chinaโ€™s advance. That mismatch is forcing a reset in Detroit and Wolfsburg. Ford, GM and Volkswagen are re-allocating billions toward plug-in hybrids and extended-range platforms, betting that hybrids can preserve emissions progress while restoring profitability and buying time for charging infrastructure to catch up. The pivot is not a retreat from electrification so much as a hedge against a market that is proving less linear, more regional and far more price-sensitive than industry planners assumed.

7 min readRead โ†’
Energy, Power & CleanTechSpecial Report (Sept 27, 2026)

The Green Hydrogen Gamble: Can India Build a Solar-to-Ammonia Export Hub Along its Western Seaboard?

Indiaโ€™s โ‚น19,744 crore National Green Hydrogen Mission is being sold as a strategic industrial reset: turn abundant solar power into green hydrogen, convert it into exportable ammonia, and anchor a new clean-fuel corridor along the western seaboard. The pitch is compelling because it links energy security, manufacturing, and port-led growth. But the economics remain unforgiving. Electrolyzer costs, round-the-clock renewable supply, desalination needs, and shipping logistics must all align before India can compete with subsidized US projects or Europeโ€™s carbon-priced import market. The real test is whether Gujarat and Odisha can move from announcements to bankable infrastructure. Adani and Reliance are positioning port-adjacent ammonia plants near deep-water terminals, but the sector still depends on policy certainty, transmission buildout, water access, and long-term offtake contracts. India may have the scale to become a major exporter, yet the race is not just about gigawatts. It is about whether the country can deliver molecules at a cost global buyers will pay, after subsidies, tariffs, and carbon rules are fully counted.

7 min readRead โ†’
India & World Affairs7h ago

China, U.S. strike $30 billion tariff cut deal and open AI talks after Xi-Trump summit

China said it has reached an eight-point consensus with the United States that includes a $30 billion reciprocal tariff-reduction arrangement and a new dialogue on artificial intelligence, following President Xi Jinping's visit to Washington. The agreement, announced after a closely watched summit with President Donald Trump, also covers a trade council, continued follow-through on earlier Kuala Lumpur talks, and coordination on global forums and foreign policy issues.

5 min readRead โ†’
National Governance & Policy1h ago

India Revises Anti-Dumping Duty on Jute Imports from Bangladesh and Nepal, Grants Zero Duty to Select Producers

India's Ministry of Finance has revised anti-dumping duties on imports of jute yarn, hessian fabric and jute sacking bags from Bangladesh and Nepal, setting zero duty for specific producers while imposing higher rates on others. The updated structure follows the Directorate General of Trade Remedies' mid-term review and will remain in force for the rest of the existing duty period, originally imposed in December 2022.

5 min readRead โ†’
National Governance & Policy1h ago

India and 17 Others Move to Join Russia's WTO Fight Against EU Carbon Border Tax

India and 17 other countries have reserved their rights to join Russia's dispute against the European Union's Carbon Border Adjustment Mechanism at the World Trade Organization, underscoring widening global unease over the bloc's climate-linked trade regime. The move comes as New Delhi separately works with Brussels to prepare domestic industry for CBAM compliance, even as it negotiates a broader trade deal with the EU.

5 min readRead โ†’
National Governance & Policy1h ago

India Eases Customs Paperwork for UK Imports as Trade Pact Tariff Benefits Get Faster Access

India's customs authority has relaxed documentation requirements for imports seeking preferential tariffs under the India-UK Comprehensive Economic and Trade Agreement, saying a valid origin declaration from a UK exporter or producer will generally be enough to establish eligibility. The move removes the routine need to file Form-I with every Bill of Entry, a change aimed at simplifying customs compliance and reducing trade friction.

5 min readRead โ†’
National Governance & Policy48m ago

Misri Flags Tariff Risk in US Talks as India Awaits Trump's Next Move on Russian Oil

Foreign secretary Vikram Misri raised the issue of tariffs in talks with US undersecretary Allison Hooker, even as both sides discussed a broad agenda spanning energy security, civil nuclear cooperation and strategic technology. The meeting came a day after external affairs minister S. Jaishankar met US Secretary of State Marco Rubio, with India now watching closely for the Trump administration's next step on penalties linked to New Delhi's purchases of Russian oil.

4 min readRead โ†’
India & World Affairs20m ago

US Says India Trade Pact Is 90%-Plus Done, Hailing Potential Breakthrough in Bilateral Ties

A senior US State Department official said the long-awaited India-US trade agreement is more than 90% complete and could be finalized soon, calling it a breakthrough that would "unleash another level" of bilateral relations. The official also pointed to a packed diplomatic calendar, including Secretary of State Marco Rubio's planned India visit, a possible Modi trip to the US for the G20 summit in Florida, and renewed momentum on the Quad and the India-Middle East-Europe Economic Corridor.

5 min readRead โ†’

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